Elevate client relationships as a Wealth Associate at National Bank. Collaborate with wealth advisors to deliver exceptional customer service while managing financial transactions and client files.

In this energetic role, you'll join National Bank's Wealth Management team, the fifth largest investment brokerage in Canada. You'll be pivotal in assisting investment advisors in providing superior service and handling operational tasks related to financial transactions. Your collaboration will directly contribute to a remarkable client experience.

Key Responsibilities:
• Support investment advisors in client interactions
• Execute financial transactions like purchases and sales
• Manage deposits, withdrawals, and currency conversions




• Analyze and maintain updated client files
• Oversee administrative tasks for client meetings

Requirements:
• Completed post-secondary diploma in a related field
• Two years of experience in finance or banking
• Certification in Canadian Securities Course (CSC)
• Knowledge of Microsoft Office suite
• Excellent customer service skills

Become an integral part of National Bank's Wealth Management team, focusing on client satisfaction and operational excellence.
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📌 Wealth Associate at National Bank (Ontario)
🏢 National Bank of Canada
📍 Ontario